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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
926	WMC Westwood Management Corporation Chicago, Illinois	$33.9M	-$826K	1	6.02%	Reduced
927	BCM Boltwood Capital Management Walnut Creek, California	$33.8M	-$234K	5	10.01%	Reduced
928	Godsey & Gibb Inc Richmond, Virginia	$33.7M	+$1.07M	4	6.36%	Increased
929	OFI Advisors Philadelphia, Pennsylvania	$33.7M	+$5.31M	8	2.4%	Increased
930	ZA Zweig Advisers Hartford, Connecticut	$33.7M	+$688K	3	4.86%	Increased
931	QS Investors New York	$33.6M	-$7.29M	8	0.9%	Reduced
932	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$33.6M	-$7.7M	4	4.82%	Reduced
933	Choate Investment Advisors Boston, Massachusetts	$33.6M	-$1.55M	6	2.03%	Reduced
934	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$33.5M	+$387K	4	4%	Increased
935	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$33.4M	+$7.04M	5	9.02%	Increased
936	Essex Investment Management Boston, Massachusetts	$33.3M	+$4.97M	5	5.1%	Increased
937	BA Birinyi Associates Westport, Connecticut	$33.3M	+$614K	6	15.15%	Increased
938	SIG Schaller Investment Group Winston Salem, North Carolina	$33.3M	-$298K	3	19.14%	Reduced
939	Baring Asset Management London, United Kingdom	$33.2M	+$33.7M	5	1.96%	New
940	Front Barnett Associates Chicago, Illinois	$33.1M	-$358K	4	6.34%	Reduced
941	CF CNA Financial Chicago, Illinois	$33M	-$2.38M	4	6.33%	Reduced
942	Cacti Asset Management Atlanta, Georgia	$33M	+$1.42M	2	3.98%	Increased
943	Taurus Asset Management New York	$32.8M	+$2.19M	4	6.35%	Increased
944	Stratton Management King Of Prussia, Pennsylvania	$32.7M	-$5.7M	5	1.48%	Reduced
945	BTP Bloom Tree Partners New York	$32.7M	-$455K	1	4.28%	Reduced
946	Stewart & Patten Company Lafayette, California	$32.7M	-$487K	3	6.62%	Reduced
947	Cornerstone Advisors (Washington) Bellevue, Washington	$32.6M	+$20.9M	7	26.68%	Increased
948	TI Turner Investments Berwyn, Pennsylvania	$32.6M	-$4.18M	4	1.95%	Reduced
949	Dowling & Yahnke San Diego, California	$32.5M	+$140K	5	4.28%	Increased
950	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$32.5M	+$4.92M	5	2.17%	Increased